Hey TAFFY team!I've been trying to build a widget in Analytics which would give me a really straightforward count of donors who were New, Renewed Decrease, Renewed Same, or Renewed Increase YOY. Being able to Jump to... a _Constituents view per category would be icing on the cake.It's straightforward enough to build a Pivot Table widget showing Constituent IDs and Names along with a break of Total Amount by either Fiscal Current Year Offset or Campaign Fiscal Year. However, that just results in the total amount of giving sitting next to each other in the widget, and not an automated evaluation of the YOY giving behavior.Current view:Desired view (with horrible markup):Has anyone successfully used formulas to subtract a specific Fiscal Year (or Calendar Year) contribution amount total from an adjacent Fiscal/Calendar Year to reflect that value in the Pivot Table?Thank you,Brian
Hi Brian,
A quick thought, if we just need this year against last year, is to use filtered values to pull the delta between the two years.
I just filtered the contribution amount by 0 for the FY offset, and then subtracted the amount for the -1 FY offset:
( [Total Amount] , [Fiscal Current Year Offset = 0] ) - ( [Total Amount] , [Fiscal Current Year Offset = -1] )
Here's the sample: BrianYOY.dash
Cheers,Chris
Chris Wallingford Director, Business Intelligence Tessitura Network office: +1 888.643.5778 x553 chris.wallingford@tessituranetwork.com
That looks awesome; I'm assuming, with a few more filters in place, that I could add multiple years of comparisons to this as well.
Looks to be the case:
Thank you so much, Chris Wallingford!